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Shaun Francis Moynihan

Coppell Advisory Solutions LLC

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About Shaun Francis Moynihan

Shaun Moynihan is a registered Investment Advisor Representative with Coppell Advisory Solutions LLC. Shaun has been in the financial services industry for over 20 years. Previously, Shaun was with Dempsey Lord Smith, LLC and Kalos Capital, Inc. Shaun holds a Series 66, Series 7 and SIE licenses. Shaun's primary focus is financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Shaun Moynihan is currently registered with Coppell Advisory Solutions LLC. Coppell Advisory Solutions LLC is a registered investment adviser located in DALLAS, TX, with 76 investment adviser representatives. The firm manages $849,564,866 in regulatory assets under management. They provide financial planning, selection of other advisers, and portfolio management for individuals and businesses. Coppell Advisory Solutions LLC serves high-net-worth individuals and individuals other than high-net-worth.
Coppell Advisory Solutions LLC

9111 CYPRESS WATERS BLVD SUITE 140

DALLAS, TX 75019

$849.56M

Assets Under Management

15

Total Clients

82

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shaun Moynihan’s Registration & Firm History

NC

10/15/2021 - Present

Coppell Advisory Solutions LLC (Belmont NC)

NC

07/22/2019 - 10/14/2021

DEMPSEY LORD SMITH, LLC (Belmont NC)

NC

09/26/2017 - 07/22/2019

KALOS CAPITAL, INC. (BELMONT NC)

NC

06/18/2013 - 10/05/2015

SECURITIES AMERICA, INC. (HUNTERSVILLE NC)

NC

09/17/2004 - 06/03/2013

TCA FINANCIAL GROUP, LLC (CHARLOTTE NC)

NY

01/07/2003 - 09/10/2004

AXA ADVISORS, LLC (NEW YORK NY)

NJ

03/18/2002 - 12/17/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 04/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Francis Moynihan.
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